Current jobs related to Client Service Manager - Sydney, New South Wales - Anton Murray Consulting

  • Client Service Career Launch

    3 days ago

    Sydney, New South Wales, Australia beBeeclient service associate Full time

    Job OverviewWe are seeking a highly motivated and organized individual to join our Client Service team as an Associate.This role is ideal for recent graduates looking to launch their career in a dynamic and supportive environment.The successful candidate will have the opportunity to work closely with our experienced team members, develop valuable skills, and...

  • Client Service Manager

    5 days ago

    Sydney, New South Wales, Australia HSBC Part time

    Some career choices have more impact than others.At HSBC we exist with the purpose of Opening up a World of Opportunity.We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity.We bring together the people, ideas and capital that nurture progress and growth,...

  • Client Services Manager

    3 weeks ago

    Sydney, New South Wales, Australia Delta Financial Group Full time

    1 day ago Be among the first 25 applicantsDirect message the job poster from Delta Financial GroupGeneral Manager at Delta Financial Group - Financial advisers for Tech ExecutivesWork side-by-side with experienced advisers. Be intimately involved in every client journey. Grow fast in a boutique firm where your impact is visible every day.We're not your...

  • Client Service Manager

    7 days ago

    Sydney, New South Wales, Australia Hays Full time

    Get AI-powered advice on this job and more exclusive features.This range is provided by Hays. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Hays, Director | Financial Crime and ComplianceYour new companyGlobal financial services market leader in Wealth Management, investment banking, and investment...

  • Client Service Manager

    7 days ago

    Sydney, New South Wales, Australia Hays Full time

    Get AI-powered advice on this job and more exclusive features.This range is provided by Hays. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Hays, Director | Financial Crime and ComplianceYour new companyGlobal financial services market leader in Wealth Management, investment banking, and investment...

  • Client Services Manager

    1 week ago

    Sydney, New South Wales, Australia Sodali & Co Full time

    We're seeking a talented freelancer to support our team on a short-term basis.Who are we?Sodali & Co is a leading provider of strategic advice and shareholder services to corporate clients around the world. Our firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including mergers and...

  • Client Services Manager

    1 week ago

    Sydney, New South Wales, Australia Sodali & Co Full time

    We're seeking a talented freelancer to support our team on a short-term basis.Who are we?Sodali & Co is a leading provider of strategic advice and shareholder services to corporate clients around the world. Our firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including mergers and...

  • Client Services Manager

    3 weeks ago

    Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    Our client is a leading ASIC-regulated Forex CFD broker committed to delivering an exceptional trading experience. They pride themselves on fast execution, deep liquidity, and outstanding client service. With a strong presence in the Australian market, they foster a collaborative and high-performing culture that puts clients first. They are looking for an...

  • Client Service Manager

    2 weeks ago

    Sydney, New South Wales, Australia National Credit Insurance (Brokers) Pty Ltd Full time

    Join to apply for the Client Service Manager role at National Credit Insurance (Brokers) Pty Ltd1 day ago Be among the first 25 applicantsJoin to apply for the Client Service Manager role at National Credit Insurance (Brokers) Pty LtdNational Credit Insurance (Brokers) Pty Ltd provided pay rangeThis range is provided by National Credit Insurance (Brokers)...

  • Client Service Manager

    3 weeks ago

    Sydney, New South Wales, Australia National Credit Insurance (Brokers) Pty Ltd Full time

    Join to apply for the Client Service Manager role at National Credit Insurance (Brokers) Pty Ltd1 day ago Be among the first 25 applicantsJoin to apply for the Client Service Manager role at National Credit Insurance (Brokers) Pty LtdNational Credit Insurance (Brokers) Pty Ltd provided pay rangeThis range is provided by National Credit Insurance (Brokers)...

Client Service Manager

1 month ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
SydneyAsset ManagementContract or TemporaryThe Client Service Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships  and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.This role will be hired as an initial 3 month contract with a quick start.
WHV holders with relevant experience are encouraged to apply.Ideal candidates will have around 3+ years in unit trust, managed funds, Trustee and client services experience from either a fund manager, custodian, Trustee or fund services firms.Completion of relevant fund obligations applicable to the role of trustee and responsible entity for a portfolio of registered and unregistered trustsAssist the Senior Manager and Senior Client Service Manager to ensure compliance is managed appropriately in accordance with compliance plan controls.  Coordinate and manage updates to scheme documents including PDS updates and service provider agreements. Participate in disclosure document and fund promotion material due diligence. Develop & maintain operational relationships with key clients and service providers.  Review regular reports received by each client for compliance with scheme/trust reporting and disclosure requirements.  Escalate any legal/regulatory red flags to senior members of the Client Management Team  Ensure all regulatory lodgements (annual financial statements, tax returns and annual distributions) completed at year end in a timely manner in accordance with policies and procedures.  Assist Relationship Manager and Risk Manager with annual compliance plan audit and any other risk or regulatory related audit or reviewExperience requirementsMinimum 3 years' experience in operating or providing services to a registered or unregistered trust.Strong client management and process management skillsWorking knowledge of the managed funds industry and operational experience (custody, administration, registry, audit, investment operations) relating to managed investment schemes is highly regarded.Business/accounting/economics/law degree desirable